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Odoo as Dealership Management Software :
Dealership businesses in the automotive and machinery industries often have to manage many operations at once, from sales and after-sales service to maintenance, inventory, accounting, and customer relationship management.
However, the software they use is usually traditional, often made up of separate systems that require manual data transfers or integrations between platforms. This setup makes it difficult to get an accurate overview or generate real-time reports.
Odoo offers a new all-in-one solution for dealerships through its fully integrated ERP platform. It’s designed to connect every part of the business from sales, purchasing, inventory, and maintenance to customer service, accounting, and tax. All within a single system. The platform is also highly flexible, allowing customization to fit the unique workflows of each business.
Challenges Faced by Dealership Businesses
- Using many separate software that don’t work together.
- Hard to manage customer relationships.
- Trouble keeping track of stock and spare parts.
- No records for service done outside the company.
- Can’t see the whole business clearly in real-time.
- After-sales process is not smooth.
- No system to track repair status.
- High cost and difficulty to connect different systems.
Why Odoo Is the Best Choice to Solve These Problems?
1.CRM + Sales Management
In a dealership business, sales don’t end with a simple quotation. They involve ongoing customer follow-ups through sales cycles, managing the sales team, running promotions, and continuing after-sales support. Odoo brings all of these steps together in one platform from lead generation and deal closing to product delivery.
Key Features:
- Manage Leads and Opportunities
Store detailed customer information along with contact history, track each opportunity through a visual pipeline, and set reminders to ensure timely follow-ups. - Create Quotations Directly from the CRM
When an opportunity is ready to close, you can instantly generate a quotation from the CRM. Product details including models, vehicles, or add-ons - Support for Serialized Product Sales
Perfect for selling vehicles or machinery with serial numbers such as chassis or engine numbers. These can be linked to customers and traced back at any time. - Support for Product Bundles (Kits)
Easily bundle related items such as spare parts, insurance, and window film into a single sale. - Promotions and Approval Flows
Set up special pricing for campaigns or dealer-specific discounts. Multi-level approval workflows can be configured to match your company structure. - Track Sales Commissions
Automatically calculate commissions per unit, by total sales, or based on custom rules.
2. Inventory Management
Inventory in dealership businesses is often more complex than in typical retail. It involves managing new parts, demo items, repair components, and thousands of small SKU. Odoo helps provide clear visibility and real-time control over stock movements whether it's at the unit level or tracked by specific serial numbers or lot numbers.
- Multi-Location and Multi-Branch Management
Easily manage multiple warehouse locations such as receiving, packing, quality check, repair, or return zones. Odoo allows you to set up automated transfer routes between locations. - Customize Inventory Routes
Set up automated internal stock movements with full flexibility. You can define separate routes based on product types and assign different quality control steps for each route as needed. - Serial Number and Lot Tracking
Ideal for products that require full traceability, like vehicles, machinery, or electronics. You can also track items with expiration dates, such as fluids or chemicals. - Real-Time Inventory Status
See exactly where each item is whether it's in stock, pending delivery, or in transit. You can also view the real-time valuation of your inventory. - Barcode and QR Code Support
Improve accuracy in issuing and receiving spare parts, and make stock counting faster and more reliable.
3. Repair & Service Management
Dealership businesses often handle both warranty and non-warranty repairs, which require coordination across spare parts, labor costs, and multi-level approvals. Odoo provides a comprehensive repair management system that connects seamlessly with inventory, accounting, and after-sales service teams.
Key Features:
- Connected Repair Workflow
Track all repair details, including parts used, labor (manpower), and team responsibility. You can see which team is handling the repair, what stage it’s in, and schedule delivery or pickup appointments. - Custom Repair Status
Set multiple repair statuses such as “Waiting for Inspection,” “In Progress,” “QC,” “Awaiting Payment,” and “Closed” to match your service process. - Pull Spare Parts Directly from Inventory
Repair Orders are linked to the inventory, allowing automatic stock deductions and clear traceability of which parts were used for which repair. - Auto-Calculate Labor & Parts Costs
The system automatically calculates total service costs. both labor and parts and generates an invoice. It also allows separation of warranty and non-warranty items within the same repair order.
4. Accounting & Invoicing
Helps the accounting team to reduce duplicate work and gives real-time visibility into the company’s financial health.
Key Features:
- Analytical accounting.
Monitor all expenses (labor, materials, subcontracting, overhead) and income (sales, service fees, internal transfers) per individual project, department, product line, or asset such as a vehicle or machine. and This way, you can create a P&L per vehicle or per vehicle category
- Auto-Generate Invoices from Sales and Repair Orders
When selling parts, products, or services, the system pulls data directly from Sales Orders or Repair Orders to create invoices. No need for manual re-entry. - Support for Multiple Payment Methods
Accept various payment types such as cash, bank transfer, checks, or installment payments. You can also attach payment evidence for easy tracking. - Revenue Breakdown by Category
Separate income by type, Such as vehicle sales, services, or spare parts for clearer performance analysis. - Bank Reconciliation
Import bank statements automatically (via Excel or API) and match them with payments for fast and easy reconciliation.
5. Customer Portal
Odoo’s Customer Portal helps dealerships offer a self-service experience for customers. They can access all relevant information anytime, without needing to call or wait for an email response.
Key Features:
- Instant Access to Personal Documents
Customers can view their own quotations, purchase orders, invoices, and service history directly from the portal. - Real-Time Repair Status Tracking
When a vehicle is in the service center, customers can track repair progress in real time, Such as “Waiting for Inspection,” “In Progress,” or “Awaiting Payment.” - Online Quotation Approval
Customers can approve quotes or vehicle reservations directly through the portal, with electronic signatures. - Integrated Payment Options
Customers can upload payment slips, transfer funds, or pay via connected channels such as QR code or credit card (via payment gateway). - Message the Team Directly
Each document includes a chat box or message section, allowing customers to communicate directly with your service team.
6. Marketing Automation
Odoo’s Marketing Automation is designed to help you plan, create, send, and track marketing campaigns automatically across key channels like email, SMS, and social media. It integrates directly with sales, service, and CRM data to deliver personalized messages that truly match each customer’s needs.
Key Features:
- Multi-Step Automated Campaigns
Set up workflows and triggers such as “If a customer opens an email → send a follow-up email after 3 days,” or “If a customer clicks a link → add a tag for interest in special part model X.” - Customer Segmentation
Group customers by behavior, such as those who bought parts 12 months ago, visited the service center more than 3 times, or requested a quote but didn’t purchase. - Support for Multiple Channels
Reach customers via Email, SMS, Push Notifications, or through the Customer Portal. - Detailed Condition Settings
Use triggers like next service appointment, warranty expiration date, or email click behavior to tailor campaigns precisely.
Compared to the software you’re currently using, Odoo Version 18 clearly makes dealership management easier. It combines all key functions into a single platform from sales management and inventory to after-sales service and accounting. all connected in real time. Automation reduces repetitive tasks and improves accuracy, helping your team work faster while minimizing errors throughout your processes.
There are many more features in Odoo designed to make your business run smoothly and efficiently. Investing in an ERP system won’t be as complicated as you think when you have an implementation team that guides you honestly and clearly. That’s why Taube Digital win awarded the Best Starting Odoo Partner in APAC 2024 by Odoo official.
Have questions or want to see how it works? Reach out to us anytime via Line. Our team is ready to chat, offer consultations, and guide you through a free demo.
Don’t miss this chance to explore how we can help you!.
